Laidlaw Wealth Management’s iShares Russell Mid-Cap ETF IWR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-4,097
| Closed | -$276K | – | 366 |
|
|
2022
Q4 | $276K | Buy |
+4,097
| New | +$276K | 0.06% | 277 |
|
|
2022
Q3 | – | Sell |
-8,904
| Closed | -$576K | – | 344 |
|
|
2022
Q2 | $576K | Hold |
8,904
| – | – | 0.12% | 184 |
|
|
2022
Q1 | $695K | Hold |
8,904
| – | – | 0.12% | 179 |
|
|
2021
Q4 | $739K | Buy |
+8,904
| New | +$739K | 0.12% | 173 |
|